13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
WTMF

WISDOMTREE TR

90 institutions still hold WISDOMTREE TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 97717W125·90 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 5.4%
vs prior quarter
13F value held
$161M
52.0% inst. owned
of float
Holders
90
+138 QoQ
filers reporting
Activity
+10 / −6
+896 added · −861 reduced
this quarter
Concentration
27.36%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

90 institutions reported WTMF in Q1 2026. MORGAN STANLEY leads at 27.4% of the visible book. +138 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$44M1.1M0.00%Q1 202602
LPL Financial LLC
CIK 0001403438
$19M476K0.01%Q1 202603
Tidemark, LLC
CIK 0002009591
$16M408K4.11%Q1 202604
OneDigital Investment Advisors LLC
CIK 0001690370
$13M319K0.12%Q1 202605
O'Dell Group, LLC
CIK 0001742569
$12M320K2.60%Q3 202506
Stewardship Advisors, LLC
CIK 0001733219
$11M282K2.57%Q1 202607
EARNED WEALTH ADVISORS, LLC
CIK 0001905663
$11M273K0.72%Q1 202608
Cetera Investment Advisers
CIK 0001666741
$11M269K0.01%Q1 202609
Avestar Capital, LLC
CIK 0001704404
$5M127K0.32%Q1 202610
WELLS FARGO & COMPANY/MN
CIK 0000072971
$3M68K0.00%Q1 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M67K0.00%Q1 202612
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$2M50K0.02%Q1 202613
KINGSWOOD WEALTH ADVISORS, LLC
CIK 0001987855
$2M48K0.09%Q1 202614
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M40K0.00%Q1 202615
Ethos Financial Group, LLC
CIK 0001954242
$2M40K0.11%Q1 202616
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M38K0.00%Q1 202617
Columbus Macro, LLC
CIK 0001727269
$1M37K0.16%Q1 202618
Efficient Advisors, LLC
CIK 0001542164
$1M35K0.10%Q1 202619
Asset Allocation Strategies LLC
CIK 0001922879
$1M31K0.22%Q1 202620
Comprehensive Wealth Management, LLC
CIK 0001535202
$1M30K0.60%Q1 2026
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